IT: keep CRM filled with source-tagged SMS leads
IT: keep CRM filled with source-tagged SMS leads
IT teams miss SMS keyword replies, leaving sales reps without source-tagged leads and deals at risk. It creates CRM prospects from keyword texts, so sales reps get source-tagged leads.
Overview
Uncaptured SMS replies let competitors respond first and leave deals unattended. This workflow turns keyword texts into source-tagged CRM prospects so sales reps receive attribution-ready leads and handoffs happen faster.
Notable Features
- Create or update CRM prospects
- Tag leads by campaign keyword
- Alert sales reps on new leads